Invesco

Invesco Portfolio holdings

AUM $635B
1-Year Est. Return 27.43%
 

Invesco Ltd., founded in 1978 and headquartered in Atlanta, Georgia, is a global investment management firm managing hundreds of billions in assets across a diverse range of products, including mutual funds, exchange-traded funds (ETFs), and institutional portfolios. Known for its blend of active and passive investment strategies, Invesco serves individual investors, financial advisors, and institutions, with a strong presence in North America, Europe, and Asia, bolstered by acquisitions like OppenheimerFunds in 2019. The firm offers specialized solutions in equities, fixed income, real estate, and alternatives, leveraging its global research capabilities to cater to varying market needs. Invesco’s commitment to innovation and client-focused investing has solidified its reputation as a versatile player in the asset management industry.

This Quarter Est. Return
1 Year Est. Return
+27.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$296B
AUM Growth
+$16.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,729
New
Increased
Reduced
Closed

Top Buys

1 +$500M
2 +$362M
3 +$318M
4
NBIS
Nebius Group N.V.
NBIS
+$309M
5
WFC icon
Wells Fargo
WFC
+$305M

Top Sells

1 +$441M
2 +$363M
3 +$353M
4
BAC icon
Bank of America
BAC
+$339M
5
CCI icon
Crown Castle
CCI
+$261M

Sector Composition

1 Technology 18.97%
2 Consumer Discretionary 13.64%
3 Healthcare 13.26%
4 Financials 11.86%
5 Industrials 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2426
$2M ﹤0.01%
31,194
+7,464
2427
$1.99M ﹤0.01%
52,456
-17,397
2428
$1.99M ﹤0.01%
229,028
+4,760
2429
$1.99M ﹤0.01%
279,646
-54,026
2430
$1.99M ﹤0.01%
159,713
-3,601
2431
$1.99M ﹤0.01%
98,232
-9,775
2432
$1.97M ﹤0.01%
379,987
+4,792
2433
$1.96M ﹤0.01%
28,978
-4,579
2434
$1.95M ﹤0.01%
475,008
+94,780
2435
$1.95M ﹤0.01%
385,892
-349,229
2436
$1.95M ﹤0.01%
143,373
-15,093
2437
$1.95M ﹤0.01%
132,563
+43,332
2438
$1.94M ﹤0.01%
44,145
-4,357
2439
$1.92M ﹤0.01%
47,526
+2,852
2440
$1.91M ﹤0.01%
100,045
-6,007
2441
$1.91M ﹤0.01%
101,394
+4,370
2442
$1.9M ﹤0.01%
77,876
+16,989
2443
$1.9M ﹤0.01%
168,871
+14,308
2444
$1.88M ﹤0.01%
139,101
-817,303
2445
$1.88M ﹤0.01%
51,186
-3,855
2446
$1.88M ﹤0.01%
95,562
+7,893
2447
$1.88M ﹤0.01%
7,274
-1,259
2448
$1.87M ﹤0.01%
129,085
-31,675
2449
$1.87M ﹤0.01%
31,585
+449
2450
$1.87M ﹤0.01%
+291,103